Even in a post-Covid world, exports remain the key to boosting growth and effecting the structural transformation India needs
How much fiscal space India has to respond this year will depend crucially on what growth-enhancing measures accompany the fiscal…
As the output gap closes, wages will start rising in rural areas as well. This will put pressure on food…
Centre consolidated its deficit by 0.2% of GDP in FY19.
Perceived distress in both agriculture and SME sectors has increased pressure on authorities to announce some sort of ‘agrarian package’…
Even small changes to targets and paths often elicit disproportionate market reactions. But this obsession with the Centre’s finances belies…
As the NDA government completes two years in office, it is tempting to compare performance with promise and then come…
Despite external drags, growth has accelerated impressively, but the challenges are poised to rise
Budget 2016: India’s policy-makers deserve enormous credit.
Preserving macro stability in emerging markets may entail living with lower growth in 2016
We may get a rate cut today, but don’t bank on a large easing cycle
Despite higher transfers from Centre, state budgets reveal neither much fiscal consolidation nor a greater capex thrust.
The headline may look ominous but the factors that drove the widening appear transient.
